Purchases and Sales Made in Q4 2021 in Ishares Core S&P Total U.S. St (ITOT)
This table provides information about the institutional ownership of Ishares Core S&P Total U.S. St (ITOT) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES CORE S&P TOTAL U.S. ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-1.12K- 1.78% |
$110K - $121K
|
61.9K
$8.14M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.16K- 2.73% |
$114K - $125K
|
41.2K
$5.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Astoria Strategic Wealth, Inc.
|
SELL
|
- |
-1.16K- 0.91% |
$114K - $125K
|
126K
$16.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Sym Financial Corp
|
SELL
|
- |
-1.19K- 45.79% |
$117K - $128K
|
1.41K
$185K
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-1.19K- 34.3% |
$117K - $128K
|
2.29K
$300K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-1.22K- 0.93% |
$120K - $131K
|
130K
$17.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-1.23K- 34.27% |
$120K - $132K
|
2.35K
$309K
|
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.23K- 2.54% |
$121K - $132K
|
47.1K
$6.19M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.25K- 2.28% |
$123K - $134K
|
53.4K
$7.02M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.25K- 2.28% |
$123K - $134K
|
53.4K
$7.02M
|
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.25K- 5.31% |
$123K - $135K
|
22.3K
$2.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.31K- 28.92% |
$129K - $141K
|
3.22K
$423K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.34KClosed |
$132K - $144K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.35K- 0.17% |
$132K - $145K
|
811K
$107M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-1.4KClosed |
$138K - $151K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.43K- 11.98% |
$141K - $154K
|
10.5K
$1.39M
|
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-1.46K- 4.85% |
$143K - $157K
|
28.6K
$3.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.5K- 0.26% |
$147K - $161K
|
585K
$76.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.5KClosed |
$147K - $161K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-1.55K- 0.65% |
$152K - $166K
|
236K
$31M
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.59K- 7.17% |
$156K - $171K
|
20.5K
$2.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1.61K- 12.49% |
$158K - $173K
|
11.3K
$1.48M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.61K- 38.7% |
$158K - $173K
|
2.55K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
SELL
|
- |
-1.63KClosed |
$160K - $175K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.66K- 5.83% |
$163K - $178K
|
26.8K
$3.52M
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-1.7K- 10.87% |
$167K - $183K
|
14K
$1.84M
|
|
|
Jun 17, 2024
Q4 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-1.71K- 42.58% |
$168K - $184K
|
2.31K
$303K
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.71K- 11.99% |
$168K - $184K
|
12.5K
$1.65M
|
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-1.75K- 24.11% |
$172K - $188K
|
5.51K
$725K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-1.81K- 19.74% |
$178K - $194K
|
7.35K
$966K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.84K- 9.48% |
$180K - $198K
|
17.5K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-1.97K- 1.79% |
$194K - $212K
|
108K
$14.3M
|
|
|
Jan 21, 2022
Q4 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-1.98K- 3.42% |
$194K - $213K
|
55.8K
$7.34M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2K- 24.82% |
$196K - $215K
|
6.06K
$796K
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-2K- 21.86% |
$196K - $215K
|
7.15K
$940K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2K- 24.82% |
$196K - $215K
|
6.06K
$796K
|
|
|
Jan 18, 2022
Q4 2021
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-2K- 7.41% |
$196K - $215K
|
25K
$3.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-2.04K- 4.64% |
$200K - $219K
|
41.8K
$5.5M
|
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.07KClosed |
$204K - $223K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-2.1K- 35.68% |
$206K - $226K
|
3.79K
$498K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-2.15K- 0.78% |
$211K - $231K
|
273K
$35.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-2.17K- 2.7% |
$213K - $233K
|
78K
$10.3M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
SELL
|
- |
-2.18K- 0.38% |
$214K - $235K
|
572K
$75.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.36K- 0.75% |
$232K - $254K
|
310K
$40.8M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-2.44K- 4.01% |
$240K - $263K
|
58.4K
$7.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.44K- 32.24% |
$240K - $263K
|
5.14K
$676K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-2.46K- 49.85% |
$242K - $265K
|
2.48K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-2.53K- 50.93% |
$248K - $272K
|
2.44K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2.74K- 64.2% |
$269K - $294K
|
1.53K
$201K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-2.83K- 2.26% |
$278K - $304K
|
122K
$16.1M
|